Stocks Pick Oleh Broker House (7 Nov – 11 Nov 2022) - Teknik Trade : Ichivergence Hunter

Senarai di bawah ini adalah kaunter-kaunter pilihan broker house seperti oleh UOB Kay Hian, RHB Investment Bank Bhd, M+, Maybank, CGS-CIMB, HLIB dan Rakuten. Kami kumpulkan disini untuk mudahkan rakan-rakan trader membuat rujukan dan kajian kaunter-kaunter pilihan broker house ni. Kebanyakkannya siap dengan trading plan, jadi lebih mudah untuk buat rujukan. Cuma, kaunter-kaunter stock pick ni pastikan sebelum buat keputusan kaji dengan lebih mendalam terlebih dahulu. Masukkan indicator-indicator dan teknik-teknik analisis chart yang telah dipelajari. Jika, semuanya sudah meyakinkan, barulah buat keputusan untuk belian. Sebab apa begitu? Sebab berdasarkan kajian dan pemerhatian kami sebelum ini, memang banyak je kaunter-kaunter stocks pick oleh broker house ni yang terciduk. Ada yang terciduk dulu, then beberapa minggu lepas itu baru ada pergerakan menaik. Ada juga yang terus jalan. Jadi, apa-apa hal pun, sila buat kajian dan analisis terlebih dahulu ya. Kaunter stocks pick ini pun semuanya datang dengan disclaimer oleh broker house. So, tanggungjawab sepenuhnya jatuh di atas diri sendiri. “When it comes to your money, only trust one person. Yourself.”

M+ Online Technical Focus – 7Nov22
SFP Tech Holdings Bhd: One-stop automated equipment solution provider

Trading Catalyst
• One-stop automated equipment solution provider with key clients predominantly in the semiconductor, electrical & engineering and solar photovoltaic industries.
• On track to expand their production capacity through the construction of Plant 3 that will ramp up production floor space to 467,000 sqf.
• Gradual adoption of automation processes bodes well for SPFTECH as businesses strive to improve productivity in bid to remain competitive.
• Technically, traders may anticipate for a potential flag-formation breakout above RM1.59, targeting the next resistances at RM1.69-1.78 with long term target set at RM1.91.

Technical View

(i) SFPTECH (S: RM1.48, R: RM1.69-1.78, LT TP: RM1.91, CL: RM1.47)

S: Support, R: Resistance, LT TP: Long term target price, CL: Cut loss

Source: Bloomberg, M+ Online

Trading Stocks today (7 Nov 2022):

The following information is extracted from CGS-CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.cgs-cimb.com.my and click on Tab.

Malaysia:
SYF Resources (7082) (RM0.36): Technical Buy
Targets: RM0.40, RM0.43
Stop: RM0.32

TAFI Industries (7211) (RM0.59): Technical Buy
Targets: RM0.645, RM0.67
Stop: RM0.525

CGS-CIMB Securities Sdn. Bhd

Disclaimers: This distribution is by CGS-CIMB Securities Sdn. Bhd. (“CGS-CIMB”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS-CIMB, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.

UOBKH Retail Market Monitor
7 November 2022

Stocks To Watch:
1) YONGTAI (KLSE: 7066)
Technical BUY with +39.1% potential return
** Last: RM0.230 TP: RM0.28, RM0.32 SL: RM0.18
** Timeframe: 2 weeks to 2 months
** Shariah: YES

2) ANNUM (KLSE: 5082)
Technical BUY on breakout (RM0.305) with +36.3% potential return
** Last: RM0.30 TP: RM0.365, RM0.395 SL: RM0.245
** Timeframe: 2 weeks to 2 months
** Shariah: YES

3) GTRONIC (KLSE: 7022)
Technical BUY with +18.9% potential return
** Last: RM1.110 TP: RM1.27, RM1.32 SL: RM0.995
** Timeframe: 2 weeks to 2 months
** Shariah: YES

Disclaimer:

This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

RHB ♦️ Investment Bank Bhd

Retail Research
Technical Analyzer
7-Nov-22

DNEX (4456) : Shariah-Compliant
Outlook : Pending Breakout MYR0.78
Levels : MYR0.81, MYR0.85
Exit : Below MYR0.75
(time frame: 2-4 weeks)

HIBISCS (5199) : Shariah-Compliant
Outlook : Breakout MYR1.00
Level : MYR1.08, MYR1.15
Exit : Below MYR0.95
(time frame: 2-4 weeks)

Investment Research Disclaimers
RHB has issued this report for information purposes only..

M+ Online Technical Trading Stocks – 8Nov22

Stock Name: KAWAN (7216)
Entry: Buy above RM2.24
Target: RM2.35 (4.9%), RM2.41 (7.6%)
Stop: RM2.13 (-4.9%)
Shariah: Yes
Technical: Monitor for breakout

Stock Name: SIMEPROP (5288)
Entry: Buy above RM0.455
Target: RM0.485 (6.6%), RM0.51 (12.1%)
Stop: RM0.435 (-4.4%)
Shariah: Yes
Technical: Breakout-pullback-continuation

Source: Bloomberg, M+ Online

Trading Stocks today:

The following information is extracted from CGS-CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.cgs-cimb.com.my and click on Tab.

Malaysia:
SFP Tech Holdings (0251) (RM1.65): Technical Buy
Targets: RM1.78, RM1.91
Stop: RM1.52

KYM Holdings (8362) (RM0.62): Technical Buy
Targets: RM0.69, RM0.74
Stop: RM0.56

Fundamental Report(s):

Karex Berhad – Rainbow after a prolonged rain (Upgrade to Add with a higher TP of RM0.72)

Maxis Berhad – 3Q22 in line; largely fairly valued (Downgrade to Hold with an unchanged TP of RM3.85)

Strategy Note – Key insights into weekly flows (31/10-4/11)

Pentamaster Corp Bhd – Diversification strategy gaining good traction (Maintain Hold with an unchanged TP of RM3.75)

8th Nov 2022

UOBKH Retail Market Monitor
8 November 2022

Stocks To Watch:
1) KUB (KLSE: 6874)
Technical BUY on breakout (RM0.57) with +17.5% potential return

Last: RM0.555 TP: RM0.64, RM0.67 SL: RM0.52
Timeframe: 2 weeks to 2 months
Shariah: YES

2) ACME (KLSE: 7131)
Technical BUY on breakout (RM0.22) with +34.1% potential return

Last: RM0.205 TP: RM0.275, RM0.295 SL: RM0.175
Timeframe: 2 weeks to 2 months
Shariah: YES

3) HHGROUP (KLSE: 0175)
Technical BUY on breakout (RM0.455) with +30.8% potential return

Last: RM0.43 TP: RM0.575, RM0.595 SL: RM0.385
Timeframe: 2 weeks to 2 months
Shariah: YES

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

RHB ♦️ Investment Bank Bhd

Retail Research
Technical Analyzer
8-Nov-22

SFPTECH (0251) : Shariah-Compliant
Outlook : Breakout MYR1.64
Levels : MYR1.78, MYR1.91
Exit : Below MYR1.53
(time frame: 2-4 weeks)

LGMS (0249) : Shariah-Compliant
Outlook : Breakout MYR1.25
Level : MYR1.38, MYR1.45
Exit : Below MYR1.16
(time frame: 2-4 weeks)

Investment Research Disclaimers
RHB has issued this report for information purposes only..

Technical tracker – HLIB Retail Research –8 November 2022

CORAZA: To stay resilient

An integrated engineering support service provider. Listed on the ACE Market in Jan 2022, CORAZA is an integrated engineering support services provider with two main business segments: sheet metal fabrication and precision machining. The group serves a variety of anchor customers from semiconductor (58.5% of FY21 revenue), instrumentation (18.6%), life science & medical devices (16.0%), aerospace & others (6.9%) sectors. CORAZA has built longstanding relationships with customers J, P, and A (listed on NYSE/NASDAQ), collectively accounting for c.68% of its FY21 sales.

To stay resilient. Notwithstanding the economic slowdown and demand correction in consumer products that lead to a sluggish semiconductor sales outlook, we opine front-end players will stay resilient, premised by strong semiconductor investments (RM52bn over the past 12 months). Factors such as the “China+1” strategy and Malaysia’s well-established semiconductor ecosystem should continue to attract FDIs going forward, especially when many countries have rushed to develop their semiconductor capabilities to be self-sufficient on the back of national strategic and security interests. In our recent meeting with SIA, we gathered that the semiconductor expansion plans that were announced over the past two years in Malaysia remain intact, with equipment lead time remaining long. Interestingly, SEMI expects Southeast Asia’s 2023 fab equipment spending to be record high despite anticipating global equipment spending to contract by -2% YoY.

Paving way to Main Market listing. After achieving the Main Market profit track record requirement (3-5 full financial years with an aggregate PAT of RM20m, with the latest full financial year having at least RM6m PAT), CORAZA is mandated to allocate 12.5% of its enlarged number of share issued to Bumiputra investors approved by MITI. Though this corporate exercise comes at the cost of earnings dilution, this will indirectly pave the way for the Main Market listing, allowing CORAZA to gain access to a wider investor base.

Grossly oversold. Technically, CORAZA is grossly oversold and with indicators on the mend. A successful breakout above RM0.66 will spur greater upside toward RM0.71- 0.76-0.80. Cut lost at RM0.54.

Collection range: RM0.56-0.60-0.62

Upside targets: RM0.71-0.76-0.80

Cut: RM0.54

M+ Online Technical Focus – 9Nov22
Poh Huat Resources Holdings Bhd: Strengthening of USD is a boon

Trading Catalyst
• Operates at a production space in excess of 3.5m sqf in both Malaysia and Vietnam with products sold to over 60 countries in 5 continents across the globe.
• Upward revision in selling prices since January 2022 and the stronger USD against Ringgit may keep margins intact over the foreseeable future.
• Demand is also expected to remain solid as demonstrated in 7M22 whereby Malaysia’s furniture export expanded 18.1% YoY to RM8.50bn.
• Technically, traders may anticipate for a potential breakout above RM1.38 to target the next resistances at RM1.44-RM1.47 with long term target at RM1.57.

Technical View

(i) POHUAT (S: RM1.32, R: RM1.44-1.47, LT TP: RM1.57, CL: RM1.31)

S: Support, R: Resistance, LT TP: Long term target price, CL: Cut loss

Source: Bloomberg, M+ Online

RHB ♦️ Investment Bank Bhd

Retail Research
Technical Analyzer
9-Nov-22

RGTBHD (9954) : Shariah-Compliant
Outlook : Breakout MYR0.415
Levels : MYR0.455, MYR0.52
Exit : Below MYR0.39
(time frame: 2-4 weeks)

CEPAT (8982) : Shariah-Compliant
Outlook : Pending Breakout MYR0.73
Level : MYR0.765, MYR0.815
Exit : Below MYR0.695
(time frame: 2-4 weeks)

Investment Research Disclaimers
RHB has issued this report for information purposes only..

Trading Stocks today:

The following information is extracted from CGS-CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.cgs-cimb.com.my and click on Tab.

Malaysia:
Public Packages Holdings (8273) (RM0.615): Technical Buy
Targets: RM0.64, RM0.675
Stop: RM0.565

PCCS Group (6068) (RM0.515): Technical Buy
Targets: RM0.54, RM0.565
Stop: RM0.475

Fundamental Report(s):

Hartalega Holdings – Bottom likely to be seen in 2HFY3/23F (Upgrade to Hold with a lower TP of RM2.10)

Heineken Malaysia Bhd – Heading towards a robust 4Q22F (Maintain Add with a higher TP of RM28.10)

Mi Technovation – Beneficiary of forex gain in 3Q22 (Maintain Hold with a lower TP of RM1.24)

ECA Integrated Solution Berhad – Automated manufacturing solutions provider (Fundtech Radar – Non-rated)

9th Nov 2022

Technical tracker – HLIB Retail Research –9 November 2022

UEMS: Position for a rebound

Limited downside? At RM0.20, UEMS is trading at an 85% discount against its NTA of RM1.33, which is significantly higher than its peers’ average of 52%. Despite headwinds aplenty in the property sector amid (i) elevated raw material prices; (ii) interest rate up-cycle, and (iii) weak consumer spending power, the 37.5% and 12.1% YTD plunge in UEMS’s share price and FBM Property index seems to have reflected the negatives. Also, by discounting 85% of our estimated RNAV (RM1.97), HLIB has a TP of RM0.30 on UEMS, translating to 50.0% upside.

Land sales to support 2H22 earnings. We believe the group is heading in the right direction in strategizing its land bank portfolio through the sale of non-strategic lands while acquiring new parcel of lands for future developments. The recent disposal of non-core lands and in-kind settlement of new lands may point to further land sales to be recognized in 2H, and the higher margin from land disposals should help to lift earnings.

More launches in 2H22. With 1H22 new launches of RM100m making up only 3% of the group’s full-year RM3.3bn target, UEMS is expected to ramp up more new launches in 2H22. Pipeline launches include the KAIA Heights Phase 2, Collingwood in Melbourne, and MK31 in Mont Kiara, with a total estimated GDV ranging from RM2bn-2.6bn, which should offer support to FY23’s new sales. Encouragingly, 2Q22 new sales has doubled compared to 1Q22 to RM328m, although the 1H22 new sales of RM439m represent only 29.3% of its full-year sales target of RM1.5bn. 2Q22 unbilled sales of RM2.28bn, implies 1.86x cover of FY21 revenue.

Position for a rebound. After plunging 47% from a 52-week high of RM0.38 to RM0.20 yesterday, UEMS is steeply oversold, and we expect the stock to start building a base near RM0.18-0.20 levels with expanding volume. A successful breakout above RM0.21 will spur the stock price back to RM0.23-0.25-0.27 levels. Cut lost at RM0.175.

Collection range: RM0.18-0.19-0.20

Upside targets: RM0.23-0.25-0.27

Cut: RM0.175

M+ Online Technical Trading Stocks – 10Nov22

Stock Name: PTRANS (0186)
Entry: Buy above RM1.12
Target: RM1.19 (6.2%), RM1.25 (11.6%)
Stop: RM1.05 (-6.3%)
Shariah: Yes
Technical: Breakout-pullback-continuation

Stock Name: YBS (0025)
Entry: Buy above RM0.685
Target: RM0.72 (5.1%), RM0.755 (10.2%)
Stop: RM0.65 (-5.1%)
Shariah: Yes
Technical: Monitor for breakout

Source: Bloomberg, M+ Online

Trading Stocks today:

The following information is extracted from CGS-CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.cgs-cimb.com.my and click on Tab.

Malaysia:
Tropicana Corporation (5401) (RM1.38): Technical Buy
Targets: RM1.50, RM1.60
Stop: RM1.19

Apex Healthcare (7090) (RM3.33): Technical Buy
Targets: RM3.56, RM3.81
Stop: RM3.04

Fundamental Report(s):

Duopharma Biotech Bhd – 3Q22 a beat; margins may taper in 4Q22F (Maintain Add with a higher TP of RM1.85)

Fraser & Neave Holdings – Cost headwinds showing signs of subsiding (Maintain Add with a lower TP of RM23.70)

Yinson Holdings Bhd – Moving closer towards FPSO Agogo award (Maintain Add with a higher TP of RM3.34)

Economic Update – Double-digit GDP expected in 3Q22

Mr D.I.Y. Group (M) Bhd – (HC) – Expecting a sequentially stronger 4Q22F (Maintain Add with an unchanged TP of RM2.71)

Construction – Reality check on post-GE15 scenarios (Maintain Neutral)

10th Nov 2022

UOBKH Retail Market Monitor
10 November 2022

Stocks To Watch:
1) ENGTEX (KLSE: 5056)
Technical BUY with +20.6% potential return

Last: RM0.63 TP: RM0.72, RM0.76 SL: RM0.57
Timeframe: 2 weeks to 2 months
Shariah: YES

2) RL (KLSE: 0219)
Technical BUY on breakout (RM0.38) with +25.0% potential return

Last: RM0.37 TP: RM0.435, RM0.475 SL: RM0.31
Timeframe: 2 weeks to 2 months
Shariah: YES

3) ARTRONIQ (KLSE: 0038)
Technical BUY with +23.3% potential return

Last: RM0.58 TP: RM0.645, RM0.715 SL: RM0.495
Timeframe: 2 weeks to 2 months
Shariah: YES

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

Trading Stocks today:

The following information is extracted from CGS-CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.cgs-cimb.com.my and click on Tab.

Malaysia:
Gas Malaysia (5209) (RM3.39): Technical Buy
Targets: RM3.65, RM3.72
Stop: RM3.19

SDS Group (0212) (RM0.685): Technical Buy
Targets: RM0.73, RM0.76
Stop: RM0.63

Fundamental Report(s):

KLCCP Stapled Group – Strong retail momentum; lower hotel losses (Maintain Hold with a lower TP of RM7.16)

CapitaLand Malaysia Trust – Scooping up Queensbay Mall in Penang (Maintain Hold with an unchanged TP of RM0.54)

Fraser & Neave Holdings – Inorganic growth to drive long-term earnings (Maintain Add with an unchanged TP of RM23.70)

Agribusiness – Palm oil stocks could peak in Nov 2022F (Maintain Neutral)

11th Nov 2022

RHB ♦️ Investment Bank Bhd

Retail Research
Technical Analyzer
11-Nov-22

Download report at : https://tinyurl.com/ykax77xj

QES (0196) : Shariah-Compliant
Outlook : Breakout MYR0.465
Levels : MYR0.50, MYR0.54
Exit : Below MYR0.43
(time frame: 2-4 weeks)

YBS (0025) : Shariah-Compliant
Outlook : Breakout MYR0.67
Level : MYR0.735, MYR0.78
Exit : Below MYR0.63
(time frame: 2-4 weeks)

Investment Research Disclaimers
RHB has issued this report for information purposes only..

M+ Online Technical Trading Stocks – 11Nov22

Stock Name: SKBSHUT (7115)
Entry: Buy above RM0.41
Target: RM0.44 (7.3%), RM0.46 (12.2%)
Stop: RM0.385 (-6.1%)
Shariah: Yes
Technical: Flag-formation breakout

Stock Name: PPJACK (0242)
Entry: Buy above RM0.57
Target: RM0.595 (4.4%), RM0.625 (9.6%)
Stop: RM0.55 (-3.5%)
Shariah: No
Technical: Resistance breakout

Source: Bloomberg, M+ Online

UOBKH Retail Market Monitor
11 November 2022

Stocks To Watch:

1) SLVEST (KLSE: 0215)
Technical BUY with +22.6% potential return